message box appears and indicates the Application Log Number generated by the process.This procedure performs all of the background processing that executes communication flows. Using Item Date, Start Date, and End Date, Daily Procedure searches for mail merge items that are ready to be produced as part of a regular letter flow.
· Item Date is the date when the action was added to a person's Notepad.
· Start Date and End date are seen in the Edit Item (Action, Action List, and Event) windows.
o If there is a Start Date entered, it overrides the Item Date.
o If there is an End Date, Daily Procedure will not process the item after that date.
Daily Procedure retrieves all action lists (if Unpack Action List checkbox is selected) for all ID Numbers and checks for any actions that are ready to be processed. It then unpacks them, adding those actions to the Notepad of the ID Number for whom the action is to occur. In addition, any actions that have been configured to generate letters or e-mail communication with an ID Number are also executed (if the Generate Letters checkbox is selected).
The process locates all rows with a date less than or equal to the Item Date prompt and with the specified modules. Typically, this means that the process is looking at the Item Date on the action on the person's Notepad. The user can optionally override when the action will be processed by using a combination of Start Date and End Date on the action. If the End Date on the action is beyond the Item Date on the prompt, then it will not be processed.
When the Unpack Action Lists checkbox is selected, the Daily Procedure finds Action List rows and determines whether it needs to create the next sequential action from each list. If so, it adds a row to the Items (ITEMS) table for the appropriate ID Number. This process ensures that actions that should not be duplicated are not added a second time. It also ensures that any previously existing actions that need to be stopped due to the addition of new actions are marked 'inactive.'
When you click View Pending Letters, the preview pane shows you
· letters or email actions that are ready to process,
· a list of recipients for each letter or email,
· a list of recipients filtered out by the query (and who therefore will not receive the letter or email), and
· a list of errors (such as "A merge document has not been specified.") and their implications (such as "A letter will not be produced for the following individuals.")
Essentially, the View Pending Letters feature makes a trial run and shows you exactly which letters and emails will be processed and which will not when you click the Run Daily Procedure button.
To print the report of pending letters, click Print Pending Letters.
If you run Daily procedure with the Generate Letters checkbox selected, it creates a physical document or an e-mail message for each merge letter to be generated based on the selected actions.
After the actions have been run, you are prompted to proceed with the update of the actions if all documents are printed as expected. If you confirm the prompt, any actions resulting in printed letters or successful e-mail messages are marked complete. Any letter or email actions that are not successful are not marked complete.
Once actions are marked complete, future Daily Procedure execution will no longer pick them up.
The last step also marks as complete any action lists whose actions all have been marked complete or inactive.
The Application Log documents
· action lists that the process unpacks
· letters that are processed
· errors in processing letters (including incorrect email addresses)
· ID numbers that should have been processed but were filtered out
If there are errors, a message box appears and indicates the Application Log Number generated by the process.
Actions with errors are not marked complete, so you can fix the errors and run Daily Procedure again.
Scheduled Daily Procedure jobs display in the Notifications area of My Workspace. Click on the notification to view information and to access the application log associated with this Daily Procedure run.
You can schedule Daily Procedure runs for email actions and for unpacking action lists. Clicking the Schedule... button opens the Process Schedule window where you can schedule one-time or recurring runs of Daily Procedure.
|
|
Emails are the only type of actions you can schedule. You can also schedule the unpacking of action lists. |
|
In order for the Schedule function in Daily Procedure to merge EMAIL document types correctly, the file paths for network drives must be in UNC format on the Merge Document Definition window. The Scheduler cannot follow file paths in mapped-drive format. Incorrect:
Z:\directory\ Correct:
\\server\directory\ Correct:
C:\directory\ These are the fields on the Merge Document Definition window that require UNC format: · Query · Merge Document · Merge To · Save Copy To |
|
UNC file path format is required only if you use the Scheduler to automate EMAIL merges. |
